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TABITHA GRANZOW

@Iowa State Bank

Latest period2024 - Q4ReportedManaged Assets$480.649MTotal holdings106
Assets growth rate-1.17%Assets growth rate (2-Q avg)3.16%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Iowa State Bank's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 106 positions.

Assets under management

The assets under management (AUM) of Iowa State Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 480.649M in assets, with a quarterly growth rate of -1.17% and a 2-quarter average growth rate of 3.16%. The portfolio is managed by TABITHA GRANZOW, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VVisa Inc
Recent Activity
Increased 0.74%
1.24%
$5.933M
18,772 shares@ $316.05 avg price
ORCLOracle Corp
Recent Activity
Increased 0.06%
1.21%
$5.791M
34,750 shares@ $166.64 avg price
PRUPrudential Financial
Recent Activity
Decreased -4.26%
1.15%
$5.489M
46,305 shares@ $118.54 avg price
BRK.ABerkshire Hathaway Inc Cl A
Recent Activity
1%
$4.766M
7 shares@ $680920.0 avg price
CATCaterpillar Inc
Recent Activity
Decreased -0.85%
0.96%
$4.57M
12,597 shares@ $362.77 avg price
ICEIntercontinental Exchange Inc
Recent Activity
Increased 0.9%
0.94%
$4.499M
30,194 shares@ $149.02 avg price
LLYEli Lilly & Co
Recent Activity
Increased 2.14%
0.93%
$4.425M
5,732 shares@ $772.0 avg price
METMetlife Inc
Recent Activity
Decreased -1.43%
0.9%
$4.299M
52,498 shares@ $81.88 avg price
AVGOBroadcom Inc
Recent Activity
Increased 0.85%
0.89%
$4.268M
18,409 shares@ $231.85 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 100.75%
0.88%
$4.215M
23,166 shares@ $181.96 avg price